Cooperative · ERP
GEMS
Client: Savings and loan cooperative
An ERP for member financing: financing master data, document handling, debtor status monitoring, an operational dashboard, and periodic exports and reporting.
Context
The cooperative manages member financing from application to settlement, with physical documents that must be dispatched on time and debtor statuses that need daily monitoring.
Challenge
Financing summaries, document handling and due dates were spread across many records, so management had no single view of documents not yet dispatched or debtors needing follow-up.
What we built
Financing master data and member financing management
Document handling with monitoring of undispatched documents by day range
Debtor status, due date and collateral tracking
Operational dashboard with colour-coded KPI cards
Periodic exports and reporting
Outcome
- Financing, document and due-date summaries read from one screen.
- Undispatched documents are visible by day range so they can be actioned.
- Periodic reports are exported from the system instead of compiled by hand.
Tell us what you need to build.
A 30-minute call is enough to scope a first proposal. We reply within 1 business day.